See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,033 | $82,664+28.3% | $125,339-15.4% | $68,494+54.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -14.40% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,181 | $3,381-35.5% | $4,814-54.7% | $2,596-16.0% |
| Participant deferral / active EE | $5,505 | $6,110-9.9% | $7,446-26.1% | $4,027+36.7% |
| Admin fee / account holder | $2,708 | $6,275-56.9% | $10,010-72.9% | $5,403-49.9% |